folioPILOT™ | What's Included

Our new platform, folioPilot™, is out of development and will be launching soon. Meanwhile, we're inviting beta testers to exercise the platform as we look forward to their feedback.

Below we list folioPilot's default components along with a list of futures.

Futures
- Strategy Builder/Editor - Fixed Income
- Strategy Builder/Editor - ETFs
- Strategy Builder/Editor - Index Funds
- Strategy Builder/Editor - Mutual Funds
- Strategy Selection & Optimization

Included
- High-Performance Simulator
- 30Yr Point-in-Time Database - Equities
- Integration of 1 third-party KYC Platform
- Integration of 1 Broker-Dealer Platform
Futures (in order of deployment)
- Data Feed Service - ETFs
- Data Feed Service - Index Funds
- Data Feed Service - Mutual Funds
- Data Feed Service - Fixed Income

Our new platform, folioPilot™, is out of development and will be launching soon. Meanwhile, we're inviting beta testers to exercise the platform as we look forward to their feedback. Below we list folioPilot's default components along with a list of futures.